See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $260,725 | $159,934+63.0% | $147,005+77.4% | $145,959+78.6% |
| Participation rate | 82.4% | 84.0%-1.6pp | 82.2%+0.2pp | 80.3%+2.1pp |
| Annual return | 18.00% | 98.24%-80.2pp | 418.76%-400.8pp | 561.95%-543.9pp |
| Employer contribution / active EE | $2,277 | $5,287-56.9% | $4,934-53.8% | $4,661-51.1% |
| Participant deferral / active EE | $9,947 | $8,427+18.0% | $8,070+23.3% | $6,689+48.7% |
| Admin fee / account holder | $6,949 | $15,053-53.8% | $13,006-46.6% | $13,398-48.1% |